Our Custodian

Capital City Financial Partners has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts.  Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.

Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.

Charles Schwab & Co, Inc. has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.

“These materials have been independently produced by Capital City Financial Partners. Capital City Financial Partners is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Capital City Financial Partners provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

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Certain representatives of Capital City Financial Partners are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc.  Check the background of this firm on FINRA’s Brokercheck.  Member FINRA/SIPC, 2001 Route 46, Suite 506, Parsippany, NJ 07054.  800-637-3211.  Advisory services offered through Great Lakes & Atlantic Wealth Management and Advisory Partners, LLC.